Paul Marinelli is a CFA-designated registered investment advisor at Riverglades Family Offices, LLC, based in Naples, FL, with 21 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 87 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.75% |
| $15.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.65% |
| $50M+ | 0.65% |
Fees are generally negotiable. Client relationships in excess of $50 million are eligible to elect a flat annual fee subject to negotiation.
Fee Estimator
Location
2640 Golden Gate Pkwy, Suite #105, Naples, FL, 34105
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Paul is the principal of Arcus Family Office Services, LLC, providing financial reporting and administrative services, dedicating about 10-20% of his time. He is also a member of Hestia Holdings, LLC and Hestia Management, LLC, both private companies, spending about 10-20% of his time on these activities.
Employment History
Current Registrations
Riverglades Family Offices, LLC
Previous Registrations
Antonetti Capital Management, LLC
Naples Capital Advisors
Clearbridge Advisors, LLC
Citigroup Global Markets INC.
Morgan Stanley
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.